What are the pitfalls of creating a living trust? We create hundreds of living trusts, and we create very few last wills and testaments by themselves. It’s almost always a part of a living trust. When you do a living trust, most very rarely do just a will. What are the downfalls? Nothing has all…
You can find many articles attempting to answer this question, but if you’re like me, you’ve found most of them to be confusing. This should be the last one you need. I say that with confidence because you can get the simplest answer right here in the first section, quick and easy. And if you…
After presenting a workshop this morning, I realized the questions from that group might be the same questions other people have. So, let’s answer them here again. What Is A Living Trust? Here are the answers. A trust is a great tool to protect your family. Here, I’m talking about one specific kind of trust:…
Keystone Law Firm Wins AGAIN Over the past 3-years, our team at Keystone Law Firm, has been dedicated to providing excellence in estate planning and probate customer service resulting in many happy clients. In doing so, our commitment and focus has taken us on a fabulous journey of growth – both personally and for our…
We sometimes accomplish things in stages. First we crawl, then we walk, then we talk, and so on. Everything is done in the right season or time. Trust payouts are often handled in stages also. However, sometimes staged withdrawal rights are not the best way to handle trust disbursements. What Are Staged Withdrawal Rights? Some…
How To Set Up A Trust? One of the most common and most versatile estate planning tools is the humble trust. Though many of us have heard of trusts, we may not know exactly what they are, what types of trusts are available, and how to set one up. Let’s consider the Jackson family. Kevin…
Estate planning is all about taking care of people – you and your beneficiaries. Some people face the future knowing they need to provide for a loved one with special needs. One way to do so is through a special needs trust. Who Is Eligible For Setting Up A Special Needs Trust? Obviously, the name…
Discretionary Trust & Spendthrift Trust We’ve all heard of trusts. After all, they are one of the most common estate planning tools. Some people establish trusts for asset protection. Others need to provide for a loved one with a special needs trust. Two trusts that are similar, but not the same are the spendthrift trust…
Sometimes the simple way is not best way. Estate planning should fit your life, and life can be complicated. Advanced estate planning may be right for you. Basic & Advanced Estate Planning In Arizona Just generally speaking, a simple estate plan usually includes a Will, a durable power of attorney, a healthcare power of attorney…
Paying For Your Retirement At the end of long years of work, you may be looking forward to one thing: retirement. That retirement will be a lot more rewarding (and fun) if you have money to pay for it. Planning for retirement is one of those things you should do long before you need it.…